Salesforce, Inc.
CRM- 交易所
- NYSE
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001108524
近 90 天，Salesforce, Inc. 內部人申報 1 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 2,492 家機構在 13F 申報持有，市值合計 $1,095 億；Oakmark（Harris Associates）、ValueAct 資本等 4 位大師持有。
2023 年第 4 季 13F 持有人
Salesforce, Inc. 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,600
- 較 2023 年第 3 季 +344 家
- 持有股數
- 7.83 億
- 較 2023 年第 3 季 +1,924 萬 (+2.5%)
- 總市值
- $2,048 億
- 較 2023 年第 3 季 +$499.8 億 (+32.3%)
- 新進機構
- 442
- 另有 987 家加碼
- 清倉機構
- 98
- 另有 909 家減碼
另有 37 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CRM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,492 | $1,095 億 |
| 2026 年第 1 季 | 2,696 | $1,379 億 |
| 2025 年第 4 季 | 2,959 | $2,019 億 |
| 2025 年第 3 季 | 2,816 | $1,798 億 |
| 2025 年第 2 季 | 2,960 | $2,100 億 |
| 2025 年第 1 季 | 2,956 | $2,091 億 |
| 2024 年第 4 季 | 3,110 | $2,587 億 |
| 2024 年第 3 季 | 2,657 | $2,091 億 |
| 2024 年第 2 季 | 2,630 | $1,988 億 |
| 2024 年第 1 季 | 2,769 | $2,357 億 |
| 2023 年第 4 季 | 2,601 | $2,048 億 |
| 2023 年第 3 季 | 2,294 | $1,551 億 |
| 2023 年第 2 季 | 2,301 | $1,617 億 |
| 2023 年第 1 季 | 2,183 | $1,533 億 |
| 2022 年第 4 季 | 2,027 | $1,008 億 |
| 2022 年第 3 季 | 2,060 | $1,114 億 |
| 2022 年第 2 季 | 2,140 | $1,282 億 |
| 2022 年第 1 季 | 2,282 | $1,630 億 |
| 2021 年第 4 季 | 2,356 | $1,955 億 |
| 2021 年第 3 季 | 2,188 | $2,078 億 |
| 2021 年第 2 季 | 2,071 | $1,781 億 |
| 2021 年第 1 季 | 1,989 | $1,513 億 |
2023 年第 4 季持有機構
每家機構持有 Salesforce, Inc. 的股數、市值與佔組合比重；股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ascent Wealth Partners, LLC | 7,578 | $199.4 萬 | 0.33% | +121+1.6% | 加碼 |
| Camarda Financial Advisors, LLC | 7,600 | $200.0 萬 | 0.86% | +358+4.9% | 加碼 |
| Charles Carroll Financial Partners, LLC | 7,600 | $200.0 萬 | 2.15% | +3,850+102.7% | 加碼 |
| Mission Creek Capital Partners, Inc. | 7,605 | $200.1 萬 | 0.51% | +978+14.8% | 加碼 |
| Segment Wealth Management, LLC | 7,620 | $200.5 萬 | 0.18% | +1,205+18.8% | 加碼 |
| Nilsine Partners, LLC | 7,632 | $200.8 萬 | 0.31% | −1,453−16.0% | 減碼 |
| Merit Financial Group, LLC | 7,634 | $200.9 萬 | 0.06% | −7,443−49.4% | 減碼 |
| Cardiff Park Advisors, LLC | 7,642 | $201.1 萬 | 0.22% | +443+6.2% | 加碼 |
| WP Advisors, LLC | 7,645 | $201.2 萬 | 0.74% | +43+0.6% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 7,650 | $201.3 萬 | 0.51% | +1,120+17.2% | 加碼 |
| Personal Cfo Solutions, LLC | 7,721 | $203.2 萬 | 0.35% | −574−6.9% | 減碼 |
| Ameritas Advisory Services, LLC | 7,586 | $203.8 萬 | 0.11% | +425+5.9% | 加碼 |
| Camden Capital, LLC | 7,753 | $204.0 萬 | 0.21% | +726+10.3% | 加碼 |
| Bulltick Wealth Management, LLC | 7,773 | $204.5 萬 | 0.47% | +7,773 | 新進 |
| Penobscot Investment Management Company, Inc. | 7,805 | $205.4 萬 | 0.24% | +264+3.5% | 加碼 |
| Independent Solutions Wealth Management, LLC | 7,817 | $205.7 萬 | 0.53% | +1,342+20.7% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 7,867 | $207.0 萬 | 0.23% | +470+6.4% | 加碼 |
| Renasant Bank | 7,869 | $207.1 萬 | 1.65% | +393+5.3% | 加碼 |
| Berkshire Bank | 7,873 | $207.2 萬 | 0.55% | −26−0.3% | 減碼 |
| Global Retirement Partners, LLC | 7,699 | $207.2 萬 | 0.09% | +548+7.7% | 加碼 |
| Optas, LLC | 7,888 | $207.6 萬 | 0.62% | −473−5.7% | 減碼 |
| Navalign, LLC | 7,895 | $207.7 萬 | 0.72% | −201−2.5% | 減碼 |
| Norway Savings Bank | 7,906 | $208.0 萬 | 0.92% | +160+2.1% | 加碼 |
| Shepherd Financial Partners LLC | 7,908 | $208.1 萬 | 0.30% | −50−0.6% | 減碼 |
| FinTrust Capital Advisors, LLC | 7,916 | $208.3 萬 | 0.42% | +1,598+25.3% | 加碼 |
| South Dakota Investment Council | 7,937 | $208.9 萬 | 0.04% | 00.0% | 不變 |
| Nicholas Investment Partners, LP | 7,963 | $209.5 萬 | 0.25% | 00.0% | 不變 |
| Worth Asset Management, LLC | 7,963 | $209.5 萬 | 1.50% | +7,963 | 新進 |
| VeraBank, N.A. | 7,965 | $209.6 萬 | 0.71% | −139−1.7% | 減碼 |
| River & Mercantile Asset Management LLP | 7,971 | $209.8 萬 | 0.40% | +1,518+23.5% | 加碼 |
| TD Private Client Wealth LLC | 7,990 | $210.2 萬 | 0.08% | −297−3.6% | 減碼 |
| Burns J W & Co Inc | 7,998 | $210.5 萬 | 0.31% | −318−3.8% | 減碼 |
| Western Wealth Management, LLC | 7,999 | $210.5 萬 | 0.15% | +1,400+21.2% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $210.5 萬 | 0.73% | 00.0% | 不變 |
| Sofos Investments, Inc. | 8,004 | $210.6 萬 | 0.59% | −99,295−92.5% | 減碼 |
| Field & Main Bank | 8,022 | $211.1 萬 | 0.89% | +225+2.9% | 加碼 |
| Geneva Capital Management LLC | 8,023 | $211.1 萬 | 0.04% | −401−4.8% | 減碼 |
| TrinityPoint Wealth, LLC | 8,036 | $211.5 萬 | 0.38% | +133+1.7% | 加碼 |
| Wealth Management Partners, LLC | 8,042 | $211.6 萬 | 1.18% | +12+0.1% | 加碼 |
| Acorn Financial Advisory Services Inc | 8,050 | $211.8 萬 | 0.37% | −1,895−19.1% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 8,053 | $211.9 萬 | 0.11% | −1,797−18.2% | 減碼 |
| Edge Capital Group, LLC | 8,063 | $212.2 萬 | 0.12% | +24+0.3% | 加碼 |
| Koshinski Asset Management, Inc. | 8,067 | $212.3 萬 | 0.32% | +981+13.8% | 加碼 |
| Hudson Canyon Capital Management | 8,076 | $212.5 萬 | 1.55% | −182−2.2% | 減碼 |
| Columbia Trust Co 01012016 | 8,076 | $212.5 萬 | 0.96% | +1,245+18.2% | 加碼 |
| Bay Rivers Group | 8,085 | $212.7 萬 | 1.34% | +626+8.4% | 加碼 |
| Forum Financial Management, LP | 8,086 | $212.8 萬 | 0.04% | −13−0.2% | 減碼 |
| Okabena Investment Services Inc | 8,094 | $213.0 萬 | 0.83% | +3,248+67.0% | 加碼 |
| Resources Management Corp | 8,119 | $213.6 萬 | 0.32% | +31+0.4% | 加碼 |
| Bell Bank | 8,164 | $214.8 萬 | 0.21% | −481−5.6% | 減碼 |
| Verde Capital Management | 8,183 | $215.3 萬 | 0.81% | −3,065−27.2% | 減碼 |
| Financial Engines Advisors L.L.C. | 8,190 | $215.5 萬 | 0.01% | +63+0.8% | 加碼 |
| Thrive Wealth Management, LLC | 8,210 | $216.0 萬 | 0.48% | +29+0.4% | 加碼 |
| Great Lakes Retirement, Inc. | 8,226 | $216.5 萬 | 0.36% | +3,739+83.3% | 加碼 |
| Strategic Planning Group, LLC | 8,266 | $217.5 萬 | 0.72% | +8,266 | 新進 |
| Orin Green Financial, LLC | 8,272 | $217.7 萬 | 1.07% | +39+0.5% | 加碼 |
| AMG National Trust Bank | 8,273 | $217.7 萬 | 0.07% | +826+11.1% | 加碼 |
| Chickasaw Capital Management LLC | 8,315 | $218.8 萬 | 0.11% | +931+12.6% | 加碼 |
| United Bank | 8,318 | $218.9 萬 | 1.21% | −265−3.1% | 減碼 |
| GeoWealth Management, LLC | 8,324 | $219.0 萬 | 0.18% | +7,956+2,162.0% | 加碼 |
| E Fund Management Co., Ltd. | 8,336 | $219.4 萬 | 0.14% | −507−5.7% | 減碼 |
| Roman Butler Fullerton & Co | 7,881 | $220.6 萬 | 0.86% | +105+1.4% | 加碼 |
| Ingalls & Snyder LLC | 8,439 | $222.1 萬 | 0.10% | −941−10.0% | 減碼 |
| Oak Thistle LLC | 8,471 | $222.9 萬 | 0.64% | +4,208+98.7% | 加碼 |
| LGT Fund Management Co Ltd. | 8,430 | $223.9 萬 | 0.96% | +8,430 | 新進 |
| Bangor Savings Bank | 8,513 | $224.0 萬 | 0.24% | −327−3.7% | 減碼 |
| Gs Investments, Inc. | 8,530 | $224.5 萬 | 1.17% | −118−1.4% | 減碼 |
| Catalytic Wealth RIA, LLC | 8,556 | $225.1 萬 | 1.01% | +8,556 | 新進 |
| Harvey Capital Management Inc | 8,575 | $225.6 萬 | 0.75% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 8,588 | $226.0 萬 | 0.04% | +556+6.9% | 加碼 |
| Nikulski Financial, Inc. | 8,593 | $226.1 萬 | 0.83% | +165+2.0% | 加碼 |
| L.M. Kohn & Company | 8,627 | $227.0 萬 | 0.72% | −25−0.3% | 減碼 |
| Westwood Management Corp | 8,643 | $227.4 萬 | 0.84% | −22,998−72.7% | 減碼 |
| Sunbelt Securities, Inc. | 8,648 | $227.6 萬 | 0.29% | −1,889−17.9% | 減碼 |
| Nicolet Bankshares Inc | 8,665 | $228.0 萬 | 0.61% | −86−1.0% | 減碼 |
| Barings LLC | 8,667 | $228.1 萬 | 0.07% | +227+2.7% | 加碼 |
| New Insight Wealth Advisors | 8,676 | $228.3 萬 | 1.54% | +8,676 | 新進 |
| Fiduciary Group LLC | 8,697 | $228.9 萬 | 0.27% | −4,068−31.9% | 減碼 |
| EPG Wealth Management LLC | 8,225 | $231.2 萬 | 0.61% | +1,277+18.4% | 加碼 |
| G&S Capital LLC | 8,795 | $231.4 萬 | 1.10% | −54−0.6% | 減碼 |
| Advisor Resource Council | 8,803 | $231.6 萬 | 0.27% | +6,514+284.6% | 加碼 |
| Park Place Capital Corp | 8,806 | $231.7 萬 | 0.92% | −49−0.6% | 減碼 |
| NFJ Investment Group, LLC | 8,838 | $232.6 萬 | 0.06% | −4,065−31.5% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 8,844 | $232.7 萬 | 0.78% | −332−3.6% | 減碼 |
| Legacy Private Trust Co. | 8,900 | $234.2 萬 | 0.19% | −1,817−17.0% | 減碼 |
| Beaumont Asset Management, L.L.C. | 8,901 | $234.2 萬 | 1.65% | +39+0.4% | 加碼 |
| Missouri Trust & Investment Co | 8,922 | $234.8 萬 | 0.95% | +913+11.4% | 加碼 |
| Consolidated Portfolio Review Corp | 8,958 | $235.7 萬 | 0.54% | +6,260+232.0% | 加碼 |
| Institute for Wealth Management, LLC. | 8,988 | $236.5 萬 | 0.39% | −663−6.9% | 減碼 |
| IHT Wealth Management, LLC | 8,999 | $236.8 萬 | 0.11% | +921+11.4% | 加碼 |
| Premier Path Wealth Partners, LLC | 9,021 | $238.6 萬 | 0.53% | +9,021 | 新進 |
| Triangle Securities Wealth Management | 9,084 | $239.0 萬 | 0.74% | −60−0.7% | 減碼 |
| Fulton Bank, N.A. | 9,102 | $239.5 萬 | 0.11% | −177−1.9% | 減碼 |
| FineMark National Bank & Trust | 9,108 | $239.7 萬 | 0.10% | +6,225+215.9% | 加碼 |
| WealthShield Partners, LLC | 9,144 | $240.6 萬 | 0.40% | −9,112−49.9% | 減碼 |
| Aft, Forsyth & Sober, LLC | 9,150 | $240.8 萬 | 0.93% | +4,450+94.7% | 加碼 |
| Principle Wealth Partners LLC | 9,183 | $241.6 萬 | 0.21% | +115+1.3% | 加碼 |
| Wintrust Investments LLC | 9,264 | $243.8 萬 | 0.24% | −124−1.3% | 減碼 |
| Mirabella Financial Services LLP | 9,272 | $244.0 萬 | 0.35% | +9,272 | 新進 |
| Ashton Thomas Private Wealth, LLC | 9,275 | $244.1 萬 | 0.15% | +3,468+59.7% | 加碼 |